The number of second-hand housing sales in the US rises
The United States announced on 2024/8/22 at 23:00Number of second-hand houses soldResults for 3.9 million cases in the previous month3.95 million piecesIt was.
How is the housing market boomingrentsSince it leads to a decline, it contributes to calming down inflationStock heightIt's a factor.
alreadyHousing expensesThere is a downward trend, but the possibility that this trend will accelerate has increased.
Number of second-hand houses soldThe decline came to a stop for 4 consecutive months.
The United States announced the next day at 23:00 on 8/23Number of newly built homes soldThe result is 0.668 million in the previous month0.739 million piecesIt was.
2 months in a rowIt's rising.
This is the first time in 1 year since 2023/8 last year that this high number of salesdoing wellThat's data.
Number of housing startsSince it declined, it was anticipated that it would be slightly bearish, but the housing market is showing signs of an increase.
just onePoints to noteThere is, and even if the housing market continues to be strongunemployment rateIt means that there is no deterrent effect on the rise.
Even if the housing market is on an upward trendThe labor market will deteriorateIt can be said that situations are often possible.
The housing market moves in a unique way. Let's keep this in mind.
Number of newly built homes soldIf it increases, the housing shortage will be resolved, second-hand housing prices will fall, and there is no doubt that it will contribute to calming down inflation, so I think the economy will perform well.
Housing stocks、Financial stocks、General consumer goods、Chemical strainsI anticipate that it will be bought.
The US economysoft landingIn order to achieve this, it is necessary for countries other than the US to become deflationary, so it is difficult to make correct decisions even if we focus on economic data from the US alone.
India and Mexico are likely to perform well. Japan also has a low unemployment rate, which is not bad for nominal purposes, so CPI may rise.
If countries other than the United States do wellDollar depreciationSince it is a factor, it will be difficult for the US CPI to fall. This will cause US stocks to become sluggish.
Since the US kept policy interest rates too high,unemployment ratehas risen, but interest rates could not be cut due to high prices.
unemployment ratewill rise and the sense of anxiety will increase, but will the economy perform well after interest rates are cut? This is important.
unemployment rateis also important, but will the unemployment rate rise? There is no need to think about it, and will the economy improve after interest rate cuts? Is the unemployment rate going down? This is important.
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Bull・Bear : Thank you for the excellent explanation.
Why did the sales of second-hand residences increase?
Bull・Bear Bull・Bear : The net profit forecast for Magnificent 7 and SP500 [others] is rising, so I want them to go without the economy stalling as expected
Bull・Bear Bull・Bear :
J_M_RIN Bull・Bear : I think it's due to lower loan interest rates![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Excuse me from the side...
Bull・Bear J_M_RIN : Thank you ♪ Interest rates have dropped, so the movement to get into debt ① sell used houses, buy new homes ② buy new new homes has increased
J_M_RIN Bull・Bear : Mortgage interest rates have dropped from just over 8% to the 6% range, but even so, they are still at a high level, so it is necessary to keep a close eye on whether housing-related indicators will continue to rise![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Bull・Bear J_M_RIN : Thank you